Intelligent Asset Management

Hanlon gives financial professionals access to a full spectrum of competitive wealth management capabilities, including an asset management platform like no other. It’s just one more resource that helps you refocus on building client relationships by delegating key functions to highly capable experts in their field.

Our approach to asset management emphasizes your freedom to move across a broad investment universe. Tap Hanlon’s expertise, build your own models or use strategies from the industry’s largest asset managers—the choice is always yours.

Hanlon’s own asset management offerings include the Hanlon Tactical Models, Hanlon All-Weather Models, mutual funds and managed accounts. With an emphasis on performance in all market conditions, Hanlon can help your clients build wealth with a proven investment process that emphasizes comprehensive research and exceptionally broad diversification.

Beyond Hanlon, you’ll also enjoy access to leading managers, including BlackRock, Russell, and more — with offerings that span a diverse array of investment styles and asset classes. It’s a collection that’s carefully researched and cultivated to ensure advisors are always within reach of quality managers and the power to diversify.

Put it all together and it’s a set of asset management capabilities that positions you and your clients for mutual success in reaching your goals.

Our Asset Management Offerings

HANLON MANAGED ACCOUNTS PLATFORM

Our Managed Accounts Platform is a comprehensive, fully-integrated wealth management solution with the power to streamline your business and dramatically elevate the advice and service you provide to clients.

HANLONDYNAMIC MODELS

HANLONSTRATEGIC MODELS

We’re living in an era of increasingly complex, volatile and unpredictable investment markets — an era that calls for a more intelligent, deliberate and proactive approach to meet investors’ goals, whether it’s building wealth or generating income.

HANLON RETIREMENTSOLUTIONS

We understand that you seek growth of your Retirement Portfolio, and seek to reduce the volatility associated with today’s markets. And we know you want to spend less time worrying about your portfolio and more time enjoying life.